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OAHU Northwest Medicare Summit - Day 2
Thursday, August 12, 2021, 9:00 AM - 11:30 AM PDT
Category: Medicare Education

   

AUGUST 11-13, 2021 - 9:00 - 11:30 AM each Day
OAHU Virtual Platform

This event is brought to you by our Platinum Sponsor:

 Click HERE to REGISTER TODAY!

 


We are excited to announce that the 2021 OAHU Northwest Medicare Summit will be held on August 11-13, 2021 on OAHU's virtual learning platform!  

August 11, 2021
9:00 – 9:10 am - Welcome and Announcements
9:10 – 10:10 am - General Session
10:10 – 10:30 am - Break
10:30 – 11:30 am - General Session

August 12, 2021
9:00 – 9:10 am - Welcome and Announcements
9:10 – 10:10 am - General Session
10:10 – 10:30 am - Break
10:30 – 11:30 am - Break Out A
10:30 - 11:30 am - Break Out B

August 13, 2021
9:00 – 9:10 am - Welcome and Announcements
9:10 – 10:10 am - General Session
10:10 – 10:30 am - Break
10:30 – 11:30 am - Break Out A
10:30 - 11:30 am - Break Out B


Registration Fees - $30 PER ATTENDEE!
Registration fee includes: All virtual education sessions and materials.


Check out our ACTION PACKED AGENDA!
Our schedule is packed full of informative and timely topics that will be beneficial to you!

August 11, 2021

9:00 – 9:10 am
Welcome and Announcements

9:10 – 10:10 am
2021 Legislative Health Outcomes and Upcoming Policy Issues
Presented by Tom Holt, The Holt Company & OAHU Lobbyist
This presentation will cover significant legislation passed or not passed affecting health benefits, and expected policy actions coming up for the 2022 and 2023 Legislative Sessions. This will include bills passed that will directly affect benefits requirements, as well as affect the cost of benefits and related administrative issues. I also will outline issues that are expected to be the subject of upcoming Interim work toward 2022 and 2023 legislative action.  The overall objective of this presentation is to provide health benefits brokers with a working knowledge of significant 2021 enacted health policy changes and major changes under development.
1 CE Hour Law - OR
1 CE Hour General - WA

10:10 – 10:30 am
Break

10:30 – 11:30 am
NAHU Medicare Legislative Update 

Presented by Marcy Buckner, NAHU
This presentation will outline the recent changes in the Medicare system, new legislative proposals that are being considered in Congress as well as regulatory reform by the Administration, and threats to the Medicare market as policymakers seek to expand coverage beyond traditional Medicare beneficiaries.
1 CE Hour Law - OR
1 CE Hour General - WA

August 12, 2021

9:00 – 9:10 am
Welcome and Announcements

9:10 – 10:10 am
Agent Sales Practice 
Presented by Brad Miles
During this presentation will include:

  • Becoming a well versed Medicare Plan Specialist by learning about all plans.
  • Place clients in the best fitting health plan.
  • How to serve your clients, not you.
  • Don't bring your bios to the client meeting.
  • Do not enroll all your clients in the same carrier plan by following the path of lest resistance.

1 CE Hour General - OR
1 CE Hour General - WA

10:10 – 10:30 am
Break

10:30 – 11:30 am
Breakout Session A: Life Insurance Settlements:  Benefitting Your Client…and You! (
Presented by Lisa Rehburg

500,000 seniors a year lapse their life insurance policies, according to a study the Insurance Studies Institute, and 90% of these same seniors would have considered a life insurance settlement had they known about them.  These same seniors are your members’ clients.  By attending this class, these agents and brokers will understand what a life insurance settlement is, the background behind them, and all of the details of how they work, in order to appropriately advise their clients.  Life insurance settlements are not an appropriate option for many people, but they can be “found money” for clients and a revenue opportunity for agents.  Agents do not need to be a life insurance expert, nor be the writing the agent on the life insurance policy, nor even need to write life insurance in order to help their clients, and themselves.
1 CE Hour General - OR
1 CE Hour General - WA

10:30 – 11:30 am
Breakout Session B: Looking into the Lens of an Integrated Delivery System
Presented by Larry Clemons and Randy Castro
Informing brokers how an integrated delivery system can improve clinical services that produce better outcomes and reduce overall cost of care. Discuss how an integrated delivery system can positively affect the delivery of services; health plan benefit design, and patient outcomes. Educate how an intergrade delivery environment can implement quality improvement and pay-for-performance models that reward providers.
1 CE Hour General - OR
1 CE Hour General - WA

August 13, 2021

9:00 – 9:10 am
Welcome and Announcements

 9:10 – 10:10 am
Maximizing Your Social Security
Presented by Matthew Allen
In this presentation, the following will be discussed:

  • 70% of Americans Leave Money on the Table ($120,000 on Average, Per Couple)
  • Social Security is Complicated! Are You Making the Right Decisions?
  • Most Financial Planners and Advisors Don’t Know How to Maximize Social Security
  • The Social Security Administration is Prohibited from Providing Advice
  • All Registrants Receive a FREE Maximum Social Security Snapshot!

Did you know that most couples leave $120,000 on the table in unrealized Social Security benefits? This is due to a lack of knowledge and guidance about how to maximize one’s Social Security benefits. Most people claim Social Security at the wrong time and there are Social Security strategies that you can take advantage of to maximize your benefits.

Learn about what goes into deciding how and when to file for Social Security and strategies for maximizing your benefits from Social Security expert Matthew Allen. Matthew is a Co-Founder and CEO of Social Security Advisors (www.SocialSecurityAdvisors.com), an innovative advisory firm with a single mission: to help its clients maximize their Social Security benefits. Matthew is passionate about educating the community at large on the value and importance of their Social Security benefits and the options available to them.
1 CE Hour General - WA

10:10 – 10:30 am
Break

10:30 – 11:30 am
Breakout Session A: Succession Planning
Presented by TBA

10:30 – 11:30 am
Breakout Session B: Building Your Brand
Presented by Autumn Edwards
This course will discuss the basics of building a marketing plan.  We will look at the different forms of advertising and how to weave a similar story across all lines to increase your top-of-mind awareness and build your brand.


THANK YOU TO OUR SPONSORS!

Platinum

Silver
Wellcare formally Health Net

Breakout Room Sponsors
PacificSource Medicare
Regence BlueCross BlueShield of Oregon 

Product Guide Contributors
Providence Medicare Advantage Plans
PacificSource Medicare

Regence BlueCross BlueShield of Oregon
VSP Vision Care
Wellcare formally Health Net